Original filing (PDF)20260429141020NAL0016877856001

Heritage Yachts Inc.

Name: Heritage Yachts Inc. — Heritage Yachts Inc. 401(k), Form 5500 (2025)
Creator: Heritage Yachts Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Yachts Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Heritage Yachts Inc.'s Heritage Yachts Inc. 401(k) Profit Sharing Plan & Trust held $97K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$97K

Net assets (EOY)

$97K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERITAGE YACHTS INC.

Plan sponsor

Name

HERITAGE YACHTS INC

EIN

59-3496831all filings

Address

1300 OCEAN AVE · SEA BRIGHT, NJ · 077602224

Phone

(860) 575-2769

Industry